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TruNorth Capital Management’s Resideo Technologies REZI Stock Holding History

TruNorth Capital Management’s Portfolio REZI Stock Details REZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16
Closed -$369 – 451
2024
Q4 		$369 Sell
16
-33
-67% -$774 ﹤0.01% 365
2024
Q3 		$987 Buy
49
+16
+48% +$317 ﹤0.01% 371
2024
Q2 		$645 Buy
+33
New +$683 ﹤0.01% 334

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TruNorth Capital Management's REZI Position: Q1 2025 in Review

TruNorth Capital Management sold out of Resideo Technologies (REZI) in Q1 2025, closing a stake of 16 shares — an estimated $369 sold.

TruNorth Capital Management first reported a position in REZI in Q2 2024 and held it in 3 quarters. The position peaked at $987 in Q3 2024. 397 funds tracked by Wall St. Rank hold REZI as of Q1 2025.

  • TruNorth Capital Management reported no remaining Resideo Technologies position as of Q1 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 16 Resideo Technologies shares in Q1 2025, an estimated $369.
  • TruNorth Capital Management first reported a position in Resideo Technologies in Q2 2024 and held it in 3 quarters.
  • TruNorth Capital Management's Resideo Technologies position peaked at $987 in Q3 2024.
  • 397 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2025.

Based on TruNorth Capital Management's 13F filing for Q1 2025, filed 1 May 2025.